FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$334K 0.02%
31,104
-159,770
252
$331K 0.02%
5,547
-4,905
253
$331K 0.02%
1,983
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255
$327K 0.02%
2,036
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256
$327K 0.02%
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257
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7,392
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258
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-4,572
259
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260
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262
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263
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5,980
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264
$306K 0.02%
16,794
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265
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266
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25,400
267
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268
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19,174
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269
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22,023
-35,503
270
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271
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2,962
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272
$291K 0.02%
8,102
273
$289K 0.02%
+12,511
274
$286K 0.02%
15,950
275
$285K 0.02%
10,684
-27
9 10
11
12 13